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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,150 | $110,337-20.1% | $102,383-13.9% | $145,877-39.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.04% | 24.83%-6.8pp | 24.94%-6.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $3,111 | $4,216-26.2% | $3,870-19.6% | $4,663-33.3% |
| Participant deferral / active EE | $7,450 | $5,621+32.5% | $5,060+47.2% | $6,691+11.3% |
| Admin fee / account holder | $2,673 | $9,750-72.6% | $8,391-68.1% | $13,402-80.1% |